Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,960 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $61.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
12,956
shares
|
$1.62 Million
0.64% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
12,933
shares
|
$1.62 Million
0.03% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
12,871
shares
|
$1.61 Million
0.14% of portfolio
|
Q2 2022
Reduced 21.14%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
12,869
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2024
Added 20.14%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
12,858
shares
|
$1.61 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
12,850
shares
|
$1.61 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
12,785
shares
|
$1.6 Million
0.09% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
12,770
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
12,753
shares
|
$1.6 Million
0.55% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
12,721
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
12,666
shares
|
$1.59 Million
0.09% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
12,604
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
12,568
shares
|
$1.57 Million
0.96% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
12,536
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
12,428
shares
|
$1.56 Million
0.32% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
12,414
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 14, 2024 Q3 2024 |
12,396
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
12,373
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
12,371
shares
|
$1.55 Million
0.7% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
12,342
shares
|
$1.55 Million
0.33% of portfolio
|
Q3 2024
Reduced 22.24%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
12,311
shares
|
$1.54 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,252
shares
|
$1.53 Million
0.15% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
12,250
shares
|
$1.53 Million
0.19% of portfolio
|
Q2 2021
Added 0.41%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,190
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 285.15%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
12,121
shares
|
$1.52 Million
0.47% of portfolio
|
Q3 2024
Added 3.28%
|